Purchases and Sales Made in Q4 2021 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q4 2021. The information is specifically focused on institutions that hold shares of Discover Financial Services.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-47- 0.46% |
$4.99K - $6.25K
|
10.1K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-49- 0.92% |
$5.2K - $6.52K
|
5.28K
$929K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-53- 63.86% |
$5.62K - $7.05K
|
30
$5.28K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-53Closed |
$5.62K - $7.05K
|
0
$0
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-53- 51.46% |
$5.62K - $7.05K
|
50
$8.79K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-54- 0.54% |
$5.73K - $7.18K
|
9.92K
$1.74M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-55- 15.45% |
$5.84K - $7.31K
|
301
$52.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 1.95% |
$6.05K - $7.58K
|
2.87K
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-59- 1.62% |
$6.26K - $7.85K
|
3.58K
$630K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-59- 20.14% |
$6.26K - $7.85K
|
234
$41.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-63- 1.12% |
$6.69K - $8.38K
|
5.58K
$981K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-67- 1.08% |
$7.11K - $8.91K
|
6.16K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-71- 3.5% |
$7.54K - $9.44K
|
1.96K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-72- 2.27% |
$7.64K - $9.58K
|
3.1K
$545K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-73- 8.09% |
$7.75K - $9.71K
|
829
$146K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-74- 0.72% |
$7.85K - $9.84K
|
10.2K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-75- 1.48% |
$7.96K - $9.97K
|
4.99K
$878K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-80- 0.6% |
$8.49K - $10.6K
|
13.3K
$2.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-82- 1.96% |
$8.7K - $10.9K
|
4.11K
$723K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-83- 0.21% |
$8.81K - $11K
|
39.9K
$7.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-86- 36.91% |
$9.13K - $11.4K
|
147
$25.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-87- 4.62% |
$9.23K - $11.6K
|
1.8K
$316K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-92- 2.03% |
$9.76K - $12.2K
|
4.43K
$780K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-93- 10.48% |
$9.87K - $12.4K
|
794
$140K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-95- 0.49% |
$10.1K - $12.6K
|
19.4K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-96Closed |
$10.2K - $12.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-98- 0.78% |
$10.4K - $13K
|
12.4K
$2.18M
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.03% |
$10.6K - $13.3K
|
374K
$65.7M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-100- 4.78% |
$10.6K - $13.3K
|
1.99K
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-100- 0.64% |
$10.6K - $13.3K
|
15.6K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-102- 1.26% |
$10.8K - $13.6K
|
7.97K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-123- 0.72% |
$13.1K - $16.4K
|
16.9K
$2.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-126- 0.45% |
$13.4K - $16.8K
|
27.8K
$4.88M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-127- 2.87% |
$13.5K - $16.9K
|
4.29K
$755K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-136- 4.79% |
$14.4K - $18.1K
|
2.71K
$476K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-146- 1.93% |
$15.5K - $19.4K
|
7.41K
$1.3M
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-147- 2.71% |
$15.6K - $19.5K
|
5.28K
$929K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-149- 14.99% |
$15.8K - $19.8K
|
845
$149K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-150- 5.67% |
$15.9K - $19.9K
|
2.5K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-156- 3.98% |
$16.6K - $20.7K
|
3.76K
$661K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-161- 4.02% |
$17.1K - $21.4K
|
3.84K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-164Closed |
$17.4K - $21.8K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-166- 0.32% |
$17.6K - $22.1K
|
51.1K
$9M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-169- 50.0% |
$17.9K - $22.5K
|
169
$29.7K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-172- 5.46% |
$18.3K - $22.9K
|
2.98K
$523K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-178- 9.25% |
$18.9K - $23.7K
|
1.75K
$307K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-182- 1.31% |
$19.3K - $24.2K
|
13.7K
$2.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-182- 0.84% |
$19.3K - $24.2K
|
21.6K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-185- 2.16% |
$19.6K - $24.6K
|
8.4K
$1.48M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-190- 1.02% |
$20.2K - $25.3K
|
18.5K
$3.25M
|